Like many Floridians, Clifford (Cliff) Theodat’s origin is not from Florida. Born in Brooklyn, New York, Cliff migrated to Florida with his mother and sister in 1989. Growing up in Charlotte County, has given Cliff the opportunity to cultivate deep roots within his community. His experience as a father helps him understand the role of being a provider and the value of protection for his family. Along with the recent passing of his mother, Cliff focuses on honoring her memory by caring out her legacy of promoting education, love, family strength and values. With that in mind, Cliff strives to embody those core principles in every facet of his life.
As a holistic financial representative, Cliff specializes in assisting everyday individuals view their finances from a different perspective. His approach is to help clients get financially organized, coupled with sound financial exercises, which lead them to a better balanced financial picture. This picture simply means protecting the family, saving for the future, managing bills and living a lifestyle within your means.
With the recent appointment of financial representative at Alliance Financial Group, Cliff looks forward to providing service and adding value to the community and surrounding areas.
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. AR Insurance License #1564210 & CA Insurance License #0K09506
Alliance Financial Group is not an affiliate or subsidiary of Guardian.